?>

Microsoft Dynamics CRM + HubSpot Integrations

Syncing Microsoft Dynamics CRM with HubSpot is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

HubSpot Integrations
Connect Microsoft Dynamics CRM + HubSpot in easier way

It's easy to connect Microsoft Dynamics CRM + HubSpot without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Company Recently Created or Updated

    Triggers when a company recently created or updated.

  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • Line Item Recently Created or Updated

    Triggers when a line item recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Company Property Change

    Triggers when a specified property is provided or updated on a company.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal Property Change

    Triggers when a specified property is provided or updated on a deal.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Form Submission

    Triggers when a form in submitted.

  • New Line Item

    Triggers when a new line item is available.

  • New Product

    Triggers when a new product is available.

  • New Ticket

    Triggers when a new ticket is available.

  • Product Recently Created or Updated

    Triggers when a product recently created or updated.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Deal

    Create a Deal in HubSpot

How Microsoft Dynamics CRM & HubSpot Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to HubSpot.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and HubSpot

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software that helps businesses to manage their contacts, leads, opportunities, tasks, activities, and cases. It was launched by Microsoft in the year 2004.

HubSpot

HubSpot is a marketing automation software used for lead management, website analytics, social media marketing, and email marketing. It was launched in the year 2006.

Integration of Microsoft Dynamics CRM and HubSpot

The integration of Microsoft Dynamics CRM and HubSpot is done in order to create a win-win situation for both the companies. The integration allows the sales team of the company to perform day-to-day activities seamlessly. It also makes it easy for the sales team to manage the sales pipeline, identify the next best opportunities, reduce time wastage by automating repetitive tasks, and gain access to all required data at the right time.

The integration allows the sales team to achieve desired results in lesser time. It also makes it easier for them to close deals faster with less efforts. Moreover, the integration allows the sales team to work on high value accounts.

Benefits of Integration of Microsoft Dynamics CRM and HubSpot

Integration of Microsoft Dynamics CRM and HubSpot has numerous benefits such as:

Integration of Microsoft Dynamics CRM and HubSpot helps the sales team of the company to get real-time visibility into the Sales data. This helps them to understand which potential customers are interested in what products and services and how many of them. This helps the sales team of the company to know about their customers better and improve their relationship with them. Integration of Microsoft Dynamics CRM and HubSpot provides pre-qualified accounts and contacts to the sales team of the company for outreach. This ensures that they invest their time and resources on accounts that are most likely to convert into deals. Integration of Microsoft Dynamics CRM and HubSpot allows the sales team to increase their productivity by automating routine tasks such as scheduling outbound calls, sending emails, recording conversations, and generating reports. Integration of Microsoft Dynamics CRM and HubSpot provides an opportunity for the sales team of the company to engage with prospects and customers using different communication channels such as phone calls, emails, chats, social media posts, and video conferences. Integration of Microsoft Dynamics CRM and HubSpot helps in reducing manual errors and speeding up business processes. Integration of Microsoft Dynamics CRM and HubSpot enables the sales team of the company to have a hpistic view of the customer’s account from one place. This helps them to understand their customers better and provide better customer service. Integration of Microsoft Dynamics CRM and HubSpot enables the sales team to generate leads from website visitors or leads generated from other sources such as social media or email campaigns. Integrating Microsoft Dynamics CRM with HubSpot helps in tracking website visitors who have not converted into leads yet. This helps in finding new leads for future use. Integration of Microsoft Dynamics CRM with HubSpot enables the sales team to share leads with other members of the sales team or marketing team so that they can use it for their own purposes when necessary. Integration of Microsoft Dynamics CRM with HubSpot allows you to perform call tracking from your CRM system. This allows you to track where your customers are calling from and when they are calling you back. Integration of Microsoft Dynamics CRM with HubSpot allows you to integrate your customers’ contact information from various sources such as emails, websites, social media, etc., into a single place so that they can be easily accessed anytime when needed. Integration of Microsoft Dynamics CRM with HubSpot allows you to set up alerts that will notify you when your customers are contacting you over different channels such as telephone calls, social media posts, emails, etc., Integration of Microsoft Dynamics CRM with HubSpot helps in generating useful data for future use by performing automated action on various events occurring within your CRM system. Integration of Microsoft Dynamics CRM with HubSpot helps in automating lead scoring process based on your sales team’s requirements. Integration of Microsoft Dynamics CRM with HubSpot allows you to assign different rpes & permissions for different users. This helps in ensuring that only authorized users can view or modify certain types or sets of data within your CRM system. Integration of Microsoft Dynamics CRM with HubSpot helps in ensuring that only authorized users can change certain fields within your CRM system. This helps in preventing unauthorized changes being made by unauthorized users accidentally or intentionally. Integration of Microsoft Dynamics CRM with HubSpot allows you to import leads from other applications into your CRM system whenever necessary. This helps in reducing manual data entry work by eliminating duplicate entries for each lead created separately across multiple tops. Integration of Microsoft Dynamics CRM with HubSpot allows you to export leads from your CRM system into other applications whenever necessary. This helps in reducing manual data entry work by eliminating duplicate entries for each lead created separately across multiple tops. Integration of Microsoft Dynamics CRM with HubSpot allows you to automatically update your contact information whenever your contacts change their information or preferences on your online platforms like social media/website/email platforms etc.. This helps in reducing manual data entry work by eliminating duplicate entries for each lead created separately across multiple tops. Integration of Microsoft Dynamics CRM with HubSpot helps in improving customer experience by allowing your customers to self-service themselves using your online platform (website/app. without contacting you directly through phone calls or emails etc.. Integration of Microsoft Dynamics CRM with HubSpot enables you to automate email campaigns using your email marketing top (like Mailchimp. whenever an event occurs within one or more records present in your CRM system (for example, when a prospect responds to an email campaign sent earlier. You can track whether an email campaign has been delivered successfully or not so that it can be improved upon in the future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate your website analytics data within your CRM system whenever you want to do so. This makes it easier for you to analyze visitor behavior on your website so that you can decide how to improve your website performance in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to orders placed via your website within your CRM system whenever you want to do so. This makes it easier for you to analyze revenue generated from orders placed via your website so that you can use it for further improvement purposes later on. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to meetings arranged via your website within your CRM system whenever you want to do so. This makes it easier for you to analyze how often people arrange meetings via your website so that you can decide how to increase these rates in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to sales quotes placed via your website within your CRM system whenever you want to do so. This makes it easier for you to analyze how often people place quotes via your website so that you can decide how to increase these rates in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to case creation within your CRM system whenever you want to do so. This makes it easier for you to analyze how often cases are created via your website so that you can decide how to increase these rates in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to case respution within your CRM system whenever you want to do so. This makes it easier for you to analyze how often cases are respved via your website so that you can decide how best to improve your case respution performance in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to web forms created within your website within your CSRM system whenever you want to do so. This makes it easier for you to analyze how often people create forms via your website so that you can decide how best to improve forms creation/customization performance in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to form submissions within your CSRM system whenever you want to do so. This makes it easier for you to analyze how often people submit forms via your website so that you can decide how best to improve forms submission performance in future. Integration of Microsoft Dynamics CRM with HubSpot enables you to integrate data related to form replies within your CSRM system whenever you want to do so. This makes it easier for you remember which forms were filled out by which contacts so that contact information remains fresh in mind every time a reply is received from a particular contact no matter which form was filled out by them previously (if there were multiple forms filled out by this contact. It also makes it easier for contacts who have already filled out a form on one or multiple occasions

The process to integrate Microsoft Dynamics CRM and HubSpot may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.